| ... | @@ -22,6 +22,8 @@ Follow few simple steps to create a Quote |
... | @@ -22,6 +22,8 @@ Follow few simple steps to create a Quote |
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**5.** Click Save
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**5.** Click Save
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08_17-11-36](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/c87eefc1cfd523cee334f161bc3b63e8/Screenshot_from_2020-12-08_17-11-36.png)
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* **Create a custom list of Quotes**
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* **Create a custom list of Quotes**
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If you would like to view Quotes that are due in July, you can create a custom list.
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If you would like to view Quotes that are due in July, you can create a custom list.
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| ... | @@ -58,6 +60,9 @@ Follow few simple steps to manage operations in the list view of Sales Order mod |
... | @@ -58,6 +60,9 @@ Follow few simple steps to manage operations in the list view of Sales Order mod |
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* **Operations you can perform in detail view of quote record**
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* **Operations you can perform in detail view of quote record**
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Detail view of quote record enables you to perform actions like editing, deleting, cloning, exporting the existing record in PDF format, etc
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Detail view of quote record enables you to perform actions like editing, deleting, cloning, exporting the existing record in PDF format, etc
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* **Line Item Details block**
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* **Line Item Details block**
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| ... | @@ -81,6 +86,8 @@ Follow few simple steps to manage operations in Item Details block |
... | @@ -81,6 +86,8 @@ Follow few simple steps to manage operations in Item Details block |
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‘Fixed and Deducted’ taxes.
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‘Fixed and Deducted’ taxes.
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| # | Field | Description |
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| # | Field | Description |
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| -------- | -------- | ------ |
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| -------- | -------- | ------ |
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| 1 | Tax Regions | Select desired Tax Region from the drop-down |
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| 1 | Tax Regions | Select desired Tax Region from the drop-down |
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| ... | @@ -108,4 +115,7 @@ This will display all-round view of relations of Quotes module with other module |
... | @@ -108,4 +115,7 @@ This will display all-round view of relations of Quotes module with other module |
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### **Dashboard**
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### **Dashboard**
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* Track your sales team activity, sales pipeline and sales performance on your dashboard.
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* Track your sales team activity, sales pipeline and sales performance on your dashboard.
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* Create custom reports and charts and pin it to your dashboard |
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* Create custom reports and charts and pin it to your dashboard![Screenshot_from_2020-12-
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